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Text Box: Affinity Finance is authorised and regulated by the Financial Services Authority. Sole Proprietor: Steve Ellis Cert PFS.

Please feel free to verify our registration with the FSA via the above web link and look for us under Reference 452196

Text Box: Our Credentials

As an IFA business we work within a highly formalised and regulated industry. This means we must hold various trading licences and authorisations to help ensure the well being of both you as our client and ourselves.

We have listed below the licences we hold with the relevant authority, and a summary of what this means for you. You can click on each of the relevant web-links to view that authority’s site for further information.

Text Box: Financial Services Authority: are the consumer watchdog for the regulated sector of the financial services industry. They issue our licence to trade as Independent Financial Advisors, police our industry, and look after everyone’s best interests.

Text Box: Financial Services Compensation Scheme: is funded by all participant businesses to provide basic consumer compensation in the event of us going out of business or providing you with the wrong financial advice.

Text Box: Office of Fair Trading are the consumer watchdog for the non-regulated sector of the financial services industry. They issue our Consumer Credit Licence in respect of Mortgages & Loans; and otherwise do a similar job to the FSA.

Text Box: Information Commissioner’s Office: administer the protection of confidential information in accordance with the Data Protection Act 1998. We will only use your information for its proper and intended purpose of helping you in our professional capacity.

Text Box: Financial Ombudsman Service: help settle disputes between financial service businesses and their customers. They are not a regulatory watchdog, trade body, or consumer champion. They are simply an independent judge to give both sides a fair hearing, and provide an impartial resolution.

Text Box: We are happy to confirm our association with all of these authorities, and would encourage you to make good use of the services they facilitate. We contribute to them both financially and intellectually for the benefit of both you and us. We are proud of the advice and service we provide, and work hard to build a lasting and trusting relationship with our clients.

Savings & Investments

Pensions & Annuities

Wills & Trusts